There are numerous benefits in using Enterprise Architect (EA) by Sparx Systems while planning, configuring, coding, deploying and/or managing Microsoft Dynamics CRM projects. EA provides tools for organizing and modeling all aspects of CRM projects from initial planning and prototypes through development, deployment and maintenance. This page will highlight some of the ways anyone involved with a Dynamics CRM project can benefit from the use of Enterprise Architect.
Example 1: End-to-End Delivery of New Sales Metrics in CRM
Scenario
The sales manager at Contoso, Inc. has observed that when her sales staff delivers multiple live demonstrations (via web) to prospects, Contoso has a great chance of winning the business. The manager would like to get a count (rollup aggregation) of the number of live demos that her staff has given in the past 60 days for each account and wants that value stored at the account level to use in queries, lists and charts. She asks the CRM administrator to design and deploy the solution within the company's new Dynamics CRM 2015 system. The CRM administrator uses EA to help with this project.
Requirements
You can define and track requirements in EA. One benefit of doing this is the ability to trace (link) the requirement to use cases, classes, components, tests, etc. to show the realization of the requirements. You can also add screen mockups to requirement diagrams to help illustrate needed functionality.
Example 1: End-to-End Delivery of New Sales Metrics in CRM
Scenario
The sales manager at Contoso, Inc. has observed that when her sales staff delivers multiple live demonstrations (via web) to prospects, Contoso has a great chance of winning the business. The manager would like to get a count (rollup aggregation) of the number of live demos that her staff has given in the past 60 days for each account and wants that value stored at the account level to use in queries, lists and charts. She asks the CRM administrator to design and deploy the solution within the company's new Dynamics CRM 2015 system. The CRM administrator uses EA to help with this project.Requirements
You can define and track requirements in EA. One benefit of doing this is the ability to trace (link) the requirement to use cases, classes, components, tests, etc. to show the realization of the requirements. You can also add screen mockups to requirement diagrams to help illustrate needed functionality.Use Case Diagram
Design
Custom Activity "Live Demo"TODO